Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSQAX (INVESCO LONG/SHORT EQUITY FUND CLASS A) | NA | -22.78% | -11.70% | -4.70% | NA | NA | NA | … | … |
Data as of 08/06/2020, Common starting date is 12/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSQAX (INVESCO LONG/SHORT EQUITY FUND CLASS A) | 12/23/2013 | 08/06/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.78 | -11.70 | -4.70 | NA | NA | NA | … | … | -22.26 | -12.68 | -5.15 | 18.23 | 8.21 | 2.06 | 13.04 | -0.20 |
| Sharpe Ratio | NA | -0.79 | -0.39 | -0.18 | NA | NA | NA | … | … | -0.96 | -0.62 | -0.23 | 1.91 | 0.65 | 0.14 | 1.01 | NA |
| Standard Deviation(%) | NA | 35.04 | 26.86 | 22.24 | NA | NA | NA | … | … | 36.00 | 22.90 | 28.80 | 9.23 | 12.25 | 14.10 | 12.87 | NA |
| Draw Down(%) | NA | 38.37 | 48.89 | 48.89 | NA | NA | NA | … | … | 32.23 | 21.50 | 21.47 | 9.57 | 7.80 | 11.50 | 13.60 | NA |
| Yield(%) | 0.00 | 2.80 | 8.39 | 6.67 | 3.75 | 2.50 | 1.87 | … | … | 0.00 | 2.62 | 7.63 | 15.94 | 0.69 | 5.65 | 0.03 | 0.00 |
Data as of 08/06/2020, Common starting date is 12/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSQAX (INVESCO LONG/SHORT EQUITY FUND CLASS A) |
-11.25%
Jul 2017 – Jul 2020 |
-4.53%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSQAX (INVESCO LONG/SHORT EQUITY FUND CLASS A) |
12.19%
Jan 2015 – Jan 2018 |
5.25%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart